Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Miller is a Certified Financial Planner® with over 5 years of experience in the financial services industry. Bret is currently registered with EP Wealth Advisors in California and Colorado. Bret has a diverse background, having worked in a variety of roles, including a financial advisor, and previously at Five Guys and Wright State University Residence Life & Housing. Bret has a strong understanding of the financial markets and a passion for helping clients achieve their financial goals. Bret specializes in retirement planning, investment management, and tax preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/01/2025 - Present
EP Wealth Advisors (Littleton CO)
BC
Issued 01/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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